Yarrabubba is the crown jewel. My view is no amended EPA application that’s why AVL want to merge with TMT.
The funding carrot is a smoke screen for AVL not having their act together on EPA.
What blows my mind is how can AVL consider they are in a funding position with their own EPA application at stage 2.
If you watched the recent AVL presentation you would think they are shovel ready.
There is a massive difference to what is reality for AVL, what they have in their assets as far as ore and what a realistic NPV for their project is.
There is a reason RCF invested in TMT first and actions speak louder than words.
Yarrabubba is the crown jewel. My view is no amended EPA...
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